Business Continuity and Crisis Manager ensuring the company remains operational in emergencies. Develops strategies and processes for stability and security within the organization.
About the role
- Senior Manager delivering high-net-worth tax compliance and consulting at HCVT. Leading client relations and managing tax expertise in a collaborative environment.
Responsibilities
- Client Service Excellence: Serve as a primary point of contact for high-net-worth (HNW) individuals, multi-generational families, and family offices, building and maintaining strong, long-lasting client relationships
- Provide a concierge approach to client service, offering proactive, year-round tax planning and strategic consulting tailored to their unique needs and goals
- Communicate complex tax matters in clear, understandable language, ensuring clients are informed and empowered to make sound financial decisions
- Manage client expectations and ensure all engagements are completed to the highest standards of quality and timeliness
- Tax Expertise & Compliance: Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706)
- Conduct in-depth tax research, staying current on the latest developments in tax laws and regulations (federal, state, and local) to provide innovative solutions and ensure compliance
- Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes, including estate and wealth transfer planning
- Represent clients in federal and state tax audits, preparing necessary correspondence and documentation
- Team Leadership & Development: Lead, mentor, and develop a team of tax professionals, seniors, and staff accountants, fostering a collaborative and supportive environment
- Plan and schedule engagements, monitor workflow, and manage engagement budgets and timelines effectively
- Actively participate in the firm's growth by identifying new business opportunities and contributing to internal and external networking initiatives
Requirements
- Undergraduate degree in Accounting required; Master's in Taxation is a plus
- CPA certification is required
- 8+ years of progressive tax experience in public accounting, with a strong technical background in high-net-worth individual and related entity taxation
- Demonstrated leadership and supervisory skills with experience managing teams and workflows
- Exceptional written and verbal communication skills, strong analytical abilities, and detail-orientation
- Proficiency in tax preparation software (e.g., GoSystem) and other financial analysis tools
- Ability to work effectively in a demanding, fast-paced environment while maintaining high-quality standards
Benefits
- Visit the Benefits section to learn more
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